Compass Wealth Management, LLC/GA
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 252,886
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 76 | 252,886 | 13F-HR | Compass Wealth Management, LLC/GA |
| Q2 2026 | 7/21/2026 | 74 | 250,866 | 13F-HR | Compass Wealth Management, LLC/GA |
| Q1 2026 | 5/15/2026 | 72 | 234,113 | 13F-HR | Compass Wealth Management, LLC/GA |
| Q4 2025 | 2/17/2026 | 66 | 242,838 | 13F-HR | Compass Wealth Management, LLC/GA |
| Q3 2025 | 11/13/2025 | 62 | 225,791 | 13F-HR | Compass Wealth Management, LLC/GA |
| Q2 2025 | 8/14/2025 | 59 | 186,842 | 13F-HR | Compass Wealth Management, LLC/GA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.2 K | 15.9% | 649 | 0 | 649 |
| ETFs | 198.4 K | 78.5% | 0 | 12.9 K | -12.9 K |
| Debt | 14.27 K | 5.6% | 14.27 K | 0 | 14.27 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
252,886
Holdings
76
QoQ value change ($000)
2,020
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.